Aviso Financial’s McDonald's MCD Stock Holding History

Aviso Financial’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.86M	Sell	22,087 -2,430	-10%	-$774K	0.24%	54
2025 Q4	$7.49M	Sell	24,517 -1,234	-5%	-$378K	0.28%	48
2025 Q3	$7.83M	Buy	25,751 +1,538	+6%	+$468K	0.32%	44
2025 Q2	$7.07M	Buy	24,213 +573	+2%	+$177K	0.32%	46
2025 Q1	$7.38M	Buy	23,640 +676	+3%	+$202K	0.36%	40
2024 Q4	$6.66M	Sell	22,964 -1,718	-7%	-$512K	0.34%	45
2024 Q3	$7.52M	Buy	24,682 +3,790	+18%	+$1.04M	0.37%	39
2024 Q2	$5.29M	Buy	+20,892	New	+$5.54M	0.29%	49

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Aviso Financial's MCD Position: Q1 2026 in Review

Aviso Financial reduced its McDonald's (MCD) stake by 9.9% in Q1 2026, selling an estimated $774K and leaving 22,087 shares worth $6.86M. The position accounts for 0.24% of the portfolio, ranked #54.

Aviso Financial first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.83M in Q3 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Aviso Financial held 22,087 shares of McDonald's worth $6.86M as of Q1 2026.
Aviso Financial sold 2,430 McDonald's shares in Q1 2026, an estimated $774K.
McDonald's made up 0.24% of Aviso Financial's portfolio in Q1 2026, its #54 holding.
Aviso Financial first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's McDonald's position peaked at $7.83M in Q3 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.